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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,059 | $48,327+40.8% | $67,575+0.7% | $80,935-15.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.54% | 18.31%-0.8pp | 3528.98%-3511.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,292 | $2,022+13.3% | $2,736-16.2% | $2,757-16.9% |
| Participant deferral / active EE | $2,884 | $2,927-1.5% | $4,003-28.0% | $4,299-32.9% |
| Admin fee / account holder | $3,096 | $3,692-16.1% | $3,993-22.5% | $6,924-55.3% |